Home>Mutual Funds>Compare>Compare Axis Long Term Equity Direct Plan Growth with Aditya Birla Sun Life Tax Relief 96 Direct Growth
Compare Funds
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
cancel
Axis Long Term Equity Direct Plan Growth
Equity
ELSS
4.0star
INVEST NOW
cancel
Aditya Birla Sun Life Tax Relief 96 Direct Growth
Equity
ELSS
3.0star
INVEST NOW
add_circle_outline
Add a fund
Axis Long Term Equity Direct Plan Growth
(53.3%)
Aditya Birla Sun Life Tax Relief 96 Direct Growth
(34.4%)
1Y
3Y
5Y
Fund Details
keyboard_arrow_up| Risk | Very High | Very High | - |
|---|---|---|---|
| Min SIP Amount | ₹500 | ₹500 | - |
| Expense Ratio | 0.79% | 0.89% | - |
| NAV | ₹74.5 (29-Jul-2021) | ₹43.8 (29-Jul-2021) | - |
| Fund Started | 01-Jan-2013 | 01-Jan-2013 | - |
| Fund Size | ₹30,520Cr | ₹14,044Cr | - |
Returns
keyboard_arrow_up1Y
53.3%
34.4%
-
3Y
15.6%
9.1%
-
5Y
16.5%
12.5%
-
Pros & Cons
keyboard_arrow_upPros
1. 3Y Returns are higher than the category average returns
2. 5Y Returns are higher than the category average returns
3. Exit load is zero
1. Exit load is zero
-
Cons
1. Asset under management(AUM) is more than 20000 Crs. Returns tend to go low once AUM exceeds a certain amount
2. 1Y Returns are lower than the category average returns
1. 1Y Returns are lower than the category average returns
2. 3Y Returns are lower than the category average returns
3. 5Y Returns are lower than the category average returns
-
Holding Analysis
keyboard_arrow_upTop 5
-
-
-
Top 20
-
-
-
P/E
-
-
-
P/B
-
-
-
Turnover
-
-
-
Equity
-
-
-
Cash
-
-
-
Top Holdings
keyboard_arrow_upTop 10 Holdings
Name
Assets
Bajaj Finance Ltd.
9.3%
Tata Consultancy Services Ltd.
8.2%
Avenue Supermarts Ltd.
7.6%
Info Edge (India) Ltd.
6.8%
Kotak Mahindra Bank Ltd.
5.3%
Divi's Laboratories Ltd.
5.0%
Nestle India Ltd.
4.9%
Housing Development Finance Corpn. Ltd.
4.8%
HDFC Bank Ltd.
4.7%
Pidilite Industries Ltd.
4.6%
Name
Assets
Housing Development Finance Corpn. Ltd.
8.4%
Honeywell Automation India Ltd.
8.1%
Pfizer Ltd.
7.6%
Reliance Industries Ltd - Partly Paid Equity
6.9%
Bayer CropScience Ltd.
6.4%
Kotak Mahindra Bank Ltd.
5.6%
Larsen & Toubro Ltd.
4.2%
Glaxosmithkline Pharmaceuticals Ltd.
4.0%
ICICI Bank Ltd.
4.0%
Gillette India Ltd.
3.8%
-
Fund Manager
keyboard_arrow_upName
Jinesh Gopani
Ajay Garg
-
Education
Mr. Gopani is a B. Com (H) and MMS from Bharati Vidyapeeth Institute of Management Studies and Research.
Mr. Garg is B.E (Electronics) and MBA (Finance).
-
Experience
Prior to joining Axis AMC he has worked with Birla Sun Life AMC, Voyager India Capital Pvt. Ltd., Emkay Shares & Stock Brokers Limited and Net worth Stock Broking Limited.
Prior to joining Birla Sun Life AMC in 2003 he has worked with Birla Sun Life Securities Ltd.
-
About Fund
keyboard_arrow_upDescription
Axis Mutual Fund started their mutual fund on 04/09/2009 and its managing total assets of ₹69,145 Cr. Its ranked at 10 as per total assets at end of 30th Sep 2017.
Birla Sun Life Mutual Fund started their mutual fund on 23/12/1994 and its managing total assets of ₹2,24,938 Cr. Its ranked at 4 as per total assets at end of 30th Sep 2017.
-
Launch Date
04 Sep 2009
23 Dec 1994
-
Custodian
Deutsche Bank
Citibank NA
-
Registrar & Transfer Agent
KFin Tech
Cams
-
Popular Comparisons
Motilal Oswal Multicap 35 Fund - Direct - Growth
VS
SBI Magnum Multi Cap Fund - Direct - Growth
Axis Bluechip Fund - Direct - Growth
VS
SBI Bluechip Fund - Direct - Growth
HDFC Small Cap Fund - Direct - Growth
VS
L&T Emerging Businesses Fund - Direct - Growth
